2023 Form 5500 filing — Chapters Health System, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009145530NAL0010747411001) for Chapters Health System, Inc. Retirement Plan, reported by Chapters Health System, Inc. under EIN 59-2264957 and plan number 001. It reports 3,316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145530NAL0010747411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapters Health System, Inc.
- EIN
- 59-2264957
- Plan number
- 001
- Location
- Temple Terrace, FL
- Participants
- 3,316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,406,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,406,517
- Employer contributions
- $2,163,831
- Participant contributions
- $7,665,094
- Total income / additions
- $21,919,481
- Benefits paid
- $7,467,099
- Administrative expenses
- $223,539
- Total expenses
- $7,797,769
- Net increase / (decrease)
- $14,121,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $223,539 | $0 |